Deposit Business Banking Specialist - St Paul, United States - Platinum Bank

Platinum Bank St Paul, United States

3 weeks ago

Description

Job Description

Job Description Description:

The Deposit Business Banking Specialist is responsible for providing cash management and business account opening support to the Cash Management Specialist as directed.

The Deposit Business Banking Specialist's primary role will be to onboard new business accounts, assist with the implementation of all Cash Management products and services, and provide ongoing servicing of Platinum Bank Cash Management clients.

Requirements:

ESSENTIAL DUTIES & RESPONSIBILITIES:

Participate in client visits with the Cash Management Specialist when appropriate.
Complete UCMA-Universal Cash Management Agreement- and any other Cash Management paperwork for new Cash Management clients.
Manage new business account openings, client due diligence, and Cash Management services facilitation.
Coordinate the opening of new consumer accounts and products with the Client Services Teams and/or Private Banker.
Coordinate business account signer changes and other business account change related maintenance.
Assist in the preparation for relationship reviews, examinations, and audits.
Conduct client training and file testing (some local travel required).
Work with the Cash Management Specialist on projects relating to new Cash Management products and services.
Assist with Merchant Services – New and Changes.
Complete UCMA Annual Reviews.
Complete RDC – Remote Deposit Capture Annual Reviews.
Complete Commercial Risk Assessment Annual Reviews.
Updating daily / weekly / monthly reporting.
Assist in problem resolution for Cash Management clients.

Other Responsibilities:

Maintain client confidence and protect operations by keeping information confidential.
Perform related duties consistent with the scope and intent of the position.
Assist and support projects (cash management or other) as assigned.

Career Development

Complete directed training opportunities promoting technical skills, security, risk management and the banking industry.
Attend other seminars sponsored by bank associations.
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

Experience/Education

Bachelor's degree preferred, High School diploma or GED required.
5+ years' experience in related field.
Business Banking / Cash Management experience preferred.

Knowledge/Skills

Effective communication skills
Strong organizational skills with the ability to multitask in fast pace environment
Accuracy and efficiency with attention to details
Proven analytical and problem-solving abilities
Excellent customer service and collaboration skills (internal/external – customers, vendors, employees)
Technical aptitude (hardware, software, database, phones etc.)
Technically skilled in the following software applications: Microsoft Excel, Word, and Outlook
Self-starter, ability to work independently with little supervision

Physical Demands

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and depth perception.

Work Environment

The working environment is typical for an office and does not require exposure to difficult or hazardous conditions.

#J-18808-Ljbffr

Investment Banking Specialist

3 days ago

Corestaff Services St Paul, United States

Investment Operations Specialist for an onsite role in St Paul, MN · Details: · $23.27 per hour pay rate · Full Time · Contract - 4 months · Onsite in St Paul MN · What's in it for you? · Health, Dental, Vision insurance offered · 401k options · Work with a great team · Only cons ...
Marketing Specialist

3 weeks ago

eTeam St Paul, United States

Job Title: Marketing Specialist · Duration: 6 Months Contract · Pay Rate: $30/hr. on w2, without benefits · HYBRID: 2-3 DAYS IN OFFICE REQUIRED (200 S 6th St Minneapolis, MN) · EDUCATION REQUIREMENTS: Bachelor's degree (preferred in marketing, communications or business) · The Ma ...
Sr. Business Process Specialist

3 days ago

U.S. Bancorp St Paul, United States

U.S. Bank is seeking a Senior Business Process Specialist with excellent project management and IT process experience to contribute toward the success of our Core System Mainframe technology initiatives. Your role will involve understanding our mainf Business, Specialist, Systems ...
Senior Compliance Specialist

11 hours ago

Minnesota Bankers Association St Paul, United States

4450 Excelsior Blvd Ste 100Saint Louis Park, MN Job Description We are seeking a meticulous and organized Sr. Compliance Specialist to join our Compliance team at our St. Louis Park location. Reporting to the Compliance Manager, the Senior Compliance Specialist provides support i ...
Loan Servicing Specialist II

3 weeks ago

Bridgewater Bank St Paul, United States

We are seeking a Loan Servicing Specialist II to join our Loan Administration at Bridgewater Bank in St. Louis Park. Reporting to the Loan Servicing Lead, in this role, you will perform a variety of functions associated with the origination of new loans and servicing of existing ...
Accounting Specialist

1 week ago

Explorebrainerdlakes St Paul, United States

Accounting · Office · Non-Profit and Social Services · Administrative, Support & Clerical · Pay Range: · $53,000-62,000, depending on qualifications, with excellent benefit package · Status: · Full-time, Non-Exempt · Reports To: · Controller · Direct Reports: · None · Team ...
Deposit Ops Sr Specialist

3 weeks ago

Citizens St Paul, United States

As the Deposit Operations Senior Specialist, you will be responsible for processing transaction requests for customers, branch colleagues and internal colleagues. · Primary responsibilities include · Performs advanced clerical operations tasks that are routine and/or repetitive i ...
Information Security Specialist

1 week ago

U.S. Bank St Paul, United States

At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each p ...
Information Security Specialist

3 weeks ago

U.S. Bank St Paul, United States

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
Wealth Management Operations Support Specialist

3 weeks ago

U.S. Bank St Paul, United States

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
Accounting Specialist

3 weeks ago

North Risk Partners St Paul, United States

Job Type · Full-time · Description · North Risk partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. Our team consists of over 450 employees working across five stations, including Minnesota, Iowa, North Da ...
Sr. Business Process Specialist

1 hour ago

U.S. Bank St Paul, United States

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
Senior Investor Reporting and Accounting Analyst

3 weeks ago

SERVION GROUP St Paul, United States

Job Details · Job Location · MN - New Brighton, MN · Position Type · Full Time · Job Shift · Day · Description · SUMMARY: · The Senior Investor Reporting and Accounting Analyst plays an important role in the organization by performing a number of activities related to the ...
certified peer support specialist

2 weeks ago

BrightSpring Health Services St Paul, United States

Our Company · SpringPath Mental Health Services · Overview · The Certified Peer Specialist, works as part of the Intensive Residential Treatment Service team, which provides care and treatment for persons who are experiencing significant mental health/psychiatric symptoms, who ...
Data entry Specialist

21 hours ago

Rose International St Paul, United States

Date Posted: · 04/17/2024 · Hiring Organization: · Rose International · Position Number: · 462466 · Job Title: · Data Entry Specialist · Job Location: · Saint Paul, MN, USA, 55108 · Work Model: · Onsite · Employment Type: · Temporary · Estimated Duration (In months): · 5 ...
IT Prod Support Specialist

1 week ago

U.S. Bank St Paul, United States

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
Business Loan Servicing Specialist

21 hours ago

Choice Bank St Paul, United States

The Business Loan Servicing Specialist supports the commercial lending function in compiling the information necessary to request loan documents, reviews documents for accuracy, and ensures all conditions have been met prior to loan closings. The Business Loan Servicing Specialis ...
Integrated Absence Claims Specialist

1 week ago

Lincoln Financial Group St Paul, United States

Lincoln Financial Group · Integrated Absence Claims Specialist · Saint Paul , · Minnesota · Apply Now · Alternate Locations: · Work from Home; Boise, ID (Idaho); Omaha, NE (Nebraska); Phoenix, AZ (Arizona); Sacramento, CA (California); San Diego, CA (California); San Franci ...
Marketing Specialist

1 hour ago

University of Minnesota St Paul, United States

1137 · jobs found. Only the first · 300 · jobs can be displayed. · Search Results List · 300 rows · List View · Grid View · Job Title · Job ID · Location · Department · Posted Date · Job Title · Administrative Associate · Job ID · 361682 · Location · Twin Cities · D ...
Supervision Specialist

2 weeks ago

Cetera Financial Group St Paul, United States

Due to the growth of our region, Cetera Wealth Partners; a region of Cetera Advisor Networks LLC, is seeking to expand its sales supervision team. The Supervision Specialist position offers a unique opportunity for a seasoned industry professional to apply their knowledge and exp ...